Business Tax Services- Partner of the Firm- Manager

EY NextGen • San Diego, NY

5d • Hybrid

About The Position

At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Tax – Business Tax – Partner of the Firm – Manager Will you shape the future or will the future shape you? The opportunity A company's "people investment" is one of its most significant investments and EY’s Partner of the Firm practice is supported by nationally sponsored, world-class technology and tools and a consistent process to deliver quality income tax returns. We are a specialized practice dedicated to serving the individual tax compliance needs of EY’s US based partners. There are no sales pressures or sales goals in our group. We retain our annuity work and earn new work (newly promoted partners and direct admits) by providing exceptional client service to our existing client base. As a Manager in Private Tax, you will be at the forefront of providing personal and private tax advice and compliance support to business owners, business-owning families, and owners of private wealth. You’ll advise on matters involving family, business entities, and private wealth management, including High Net Worth Individuals’ personal business matters, family and business governance, wealth transfer succession, family constitutions, and cross-border multijurisdictional families. The core purpose of this role is to effectively manage and deliver one or more processes, solutions, and projects, with a strong focus on quality and risk management. You will be responsible for continuous process improvement, identifying innovative solutions through research and analysis, and applying best practices. The role offers the opportunity to guide and supervise professional employees or others to deliver complex technical initiatives, with accountability for performance and results. You’ll apply your depth of expertise to interpret internal and external issues, recommend quality solutions, and meet performance objectives and metrics in client service, risk management, sales, and business growth.

Requirements

• Bachelor’s degree required (4-year degree). degree in a related field, supported by significant tax or financial planning experience
• A CPA certification, membership in The Bar
• Typically, no less than 4 - 6 years relevant experience.
• A minimum of 5 years of individual tax experience
• Experience with federal and state personal income tax
• A thorough understanding of automated tax processing systems and laws within your area of technical professionalism
• Strong analytical skills and attention to detail
• The ability to adapt your work style to work with both internal and client team members

Nice To Haves

• A proven record in high net-worth tax planning
• Experience leading workstream delivery and tracking project status.
• Ability to implement resource plans and budgets for complex initiatives.
• Experience managing engagement economics and identifying opportunities for additional services.
• Exposure to leading RFP responses and participating in client working sessions.

Responsibilities

• Leading the delivery of tailored tax advice and compliance solutions for complex family and business structures.
• Supporting clients in wealth transfer, succession planning, and governance strategies.
• Navigating the unique challenges of multijurisdictional families and cross-border tax matters.
• Managing a book of EY partner tax returns including regular communications
• Final review and signing of individual income tax return
• Communicating complex tax issues to non-tax professionals and clients
• Managing and deliver processes, solutions, and projects while maintaining a focus on quality and risk management.
• Continuous process improvement and identification of innovative solutions through research and analysis.
• Identifying and reacting to risks and opportunities to improve our services and processes
• Guide and supervise others to deliver complex technical initiatives, with accountability for performance and results.
• Interpreting internal and external issues to recommend quality solutions.
• Meeting performance objectives and metrics in client service, risk management, sales, and business growth.

Benefits

• We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business.
• The base salary range for this job in all geographic locations in the US is $106,500 to $195,100.
• The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $127,700 to $221,700.
• Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.
• In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
• Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances.
• You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager